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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 181.21+3.0%2:08 PM EST
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To: data_rox who wrote (12669)6/20/2000 4:46:00 PM
From: Randall Knight  Read Replies (1) of 13582
 
WADR, an "interface" card like Xircom's isn't what Randall was looking for.

Actually what I am looking for is a GSM modem card for notebook computers that will allow you to connect to the Internet and use Netscape or IE with speeds at least as fast as a standard dial-up connection. I appreciate the information on the Nokia product and I'm sure it is useful in a limited way, such as using an email client for example.

My point is that the market for mobile data isn't going to be driven by any product for a GSM network. Don't talk about GPRS or Edge or any other impractical solution. I fully expect to be able to surf the net on my Powerbook while traveling in the car (as a passenger of course) at speeds double my dial-up connection this year. That is what we will be seeing from Seiko for CDMA networks. And that is why we are seeing companies signing licensing deals with QCOM for such products.

I hear a lot of talk about data upgrades on GSM networks. Nothing will happen with data on a GSM network such as I describe above until the GSM networks are converted to CDMA of one flavor or another. My guess is it won't happen soon unless it is MC-CDMA.

Picture people in Japan sitting at a park bench surfing the web on their NEC laptops at 144k/sec this year. Those people with their i-Mode phones are going to look silly by comparison. Throw HDR in and its Katy bar the door.
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